How To Set Up Test Drive Terms and Conditions And Form Templates

How To Set Up Test Drive T&C's And Form Templates

When completing a Test Drive Form you need to set up both a Form template, and have Test Drive T&C's loaded to your account.

1.  How To Set Up A Test Drive Form
When you create a Test Drive Form you will see that there is a drop down labelled 'Test Drive Form' which lets the user select which printable form template they want to use when completing the form.  There is a screen where your Form Templates are managed which can be accessed via 'Settings>Sales Pipeline Settings>Form Templates' - however this screen is only visible to AutoPlay staff members.  If you require a new Test Drive Form Template please contact support@autoplay.co.nz (additional charges may apply)

2.  How To Set Up Test Drive T&C's
To load Test Drive T&C's go to 'Settings>Sales Pipeline Settings>Images'.  Click on the + icon in the grey action menu to create a new record.  Simply select the Type = Test Drive Terms, select the yards you want to apply it to and give it a name for easy identification (you do not need to select Make or Alignment as these relate to other image types that can be set up in AutoPlayAuto.com).




Once you have click 'SAVE' you will see an icon in the grey action menu to 'Upload'.  Choose a PDF file with your Test Drive Terms and Conditions from your device, and upload them to AutoPlayAuto.com.

The Test Drive T&C's you load here will now be available to use on the Test Drive Form

3.  HTML Terms & Conditions

During and post COVID-19 lockdowns in 2020 we noticed more and more dealerships are wanting to sign their T&C's from mobile devices.  In the past our T&C's were PDF's which meant pinching and zooming in order to read - at times not that user friendly with large Privacy Policy documents.  

As of 20.10.1 it is now possible to set up your T&C's as PDF's OR as full HTML text.  TO facilitate this we have moved the Terms & Conditions set up from 'Images' to it's own dedicated screen under Settings>Sales Pipeline Settings>Terms and Conditions.  This screen is accessible to AP1 users or any user with the Company Admin role.

Within this screen users can upload PDF T&C's as per normal, but can also tick the 'Use HTML Version' to create full html T&C's.  The beauty of HTML T&C's is that these will respond correctly on mobile devices - meaning the text is scaled and wrapped appropriately to the screen size.  

It is also possible to use a built in HTML editor to stylise your T&C's using the 'HTML Editor' button.   



The HTML Editor allows you to directly type/paste in HTML via the SOURCE button



It is also possible to click on 'EDIT MODE' and use the HTML editor to style your T&C's - perfect for users that don't know HTML as you can edit the T&C's just like a word doc.  Please note the HTML editor is still a WIP - images must be added via Source mode.  



Terms and Conditions that are created as HTML will all still print with the signatures and also be appended to the full Test Drive/Write Up etc document.


    • Related Articles

    • How To Set Up Write Up Terms And Conditions

      When completing a Test Drive Form you need to set up both a Form template, and have Test Drive T&C's loaded to your account. 1.  How To Set Up A Write Up Form When you create a Write Up Form you will see that there is a drop down labelled 'Write Up ...

    • How To Add A Loan Car Form & Loan Car T&C's

      When completing a Loan Car Form you need to set up both a Form template, and Loan Car T&C's loaded to your account. 1.  How To Set Up A Loan Car Form When you create a Loan Vehicle Form you will see that there is a drop down labelled 'Loan Vehicle ...

    • Role Management - Overdue Test Drive Notifications

      If you wish to receive an in app Notification when a Test Drive becomes overdue you can set up the 'Overdue Test Drive Notification' role.  When a Test Drive Form has an end date/time set and this time is passed without the form being completed this ...

    • Role Management - Test Drive Kiosk

      The Test Drive Kiosk Role is specifically for the Test Drive Kiosk user.  The kiosk user must exist in this role and be marked as Manager.  All other users listed will be used to populate the User dropdown on the New Lead screen. This allows the ...

    • Automation - Test Drive Completed

      When Test Drive Complete is set as the Trigger the Communications option will display.  Communications Once the Trigger filters have been determined the following Communications types can be selected.  Depending on the Type selected there are delay, ...